See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,488 | $90,503-95.0% | $78,689-94.3% | $273,961-98.4% |
| Participation rate | 11.1% | 76.5%-65.4pp | 73.6%-62.5pp | 83.0%-71.9pp |
| Annual return | 31.90% | 75.60%-43.7pp | 62.18%-30.3pp | 41.45%-9.6pp |
| Employer contribution / active EE | $185 | $3,176-94.2% | $2,851-93.5% | $4,869-96.2% |
| Participant deferral / active EE | $212 | $3,901-94.6% | $3,517-94.0% | $5,287-96.0% |
| Admin fee / account holder | $9 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |